Bill & Melinda Gates Foundation Trust
As of Q2 2026, Bill & Melinda Gates Foundation Trust reported 24 long-equity positions worth $34.42B in aggregate.
Copy-investor backtest
- Latest quarter
- +4.27%
- 1-year
- +14.42%
- 3-year
- +50.53%
- 5-year
- +73.32%
- 3-year vs S&P 500
- -22.71%
- 5-year vs S&P 500
- -0.37%
- 5-year top 5
- +85.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 45.23% | Reduce -11.9% | 37,104,399 | $9.48B | No quote | No quote |
| 2 | WM | WASTE MGMT INC DEL | 11.47% | - | 18,633,672 | $2.4B | $129.02 | |
| 3 | CAT | CATERPILLAR INC | 11.24% | Reduce -9.8% | 10,156,756 | $2.36B | $231.87 | |
| 4 | CNI | CANADIAN NATL RY CO | 7.70% | Reduce -18.1% | 13,907,283 | $1.61B | $115.98 | |
| 5 | WMT | WALMART INC | 4.93% | Reduce -34.5% | 7,600,706 | $1.03B | $135.83 | |
| 6 | ECL | ECOLAB INC | 4.46% | - | 4,366,426 | $934.72M | $214.07 | |
| 7 | CCI | CROWN CASTLE INTL CORP NEW | 4.18% | Reduce -4.6% | 5,086,680 | $875.57M | $172.13 | |
| 8 | SDGR | SCHRODINGER INC | 2.54% | - | 6,981,664 | $532.63M | $76.29 | |
| 9 | UPS | UNITED PARCEL SERVICE INC | 2.27% | Reduce -38.1% | 2,801,790 | $476.28M | $169.99 | |
| 10 | FDX | FEDEX CORP | 2.02% | Reduce -50.6% | 1,493,712 | $424.27M | $284.04 | |
| 11 | KOF | COCA-COLA FEMSA SAB DE CV | 1.37% | - | 6,214,719 | $287.12M | $46.20 | |
| 12 | CPNG | COUPANG INC | 1.35% | New | 5,714,285 | $282M | $49.35 | |
| 13 | TV | GRUPO TELEVISA SA | 0.71% | - | 16,879,104 | $149.55M | No quote | No quote |
| 14 | GOOG | ALPHABET INC | 0.21% | - | 21,491 | $44.46M | $2068.63 | |
| 15 | GOOGL | ALPHABET INC | 0.21% | - | 21,554 | $44.46M | $2062.54 | |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 0.06% | Reduce -86.0% | 507,517 | $12.96M | $25.54 | |
| 17 | LBTYA | LIBERTY GLOBAL PLC | 0.05% | Reduce -82.0% | 380,772 | $9.77M | $25.66 | |
| 22 | TWTR | TWITTER INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | LILAK | LIBERTY LATIN AMERICA LTD | - | Sold | 0 | $0 | No quote | No quote |
| 20 | LILA | LIBERTY LATIN AMERICA LTD | - | Sold | 0 | $0 | No quote | No quote |
| 19 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | AMZN | AMAZON COM INC | - | Sold | 0 | $0 | No quote | No quote |